Benchmark Financial Wealth Advisors is an investment advisor in Boca Raton with $616.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611816241
SEC advisor number
801-110764
FINRA CRD number
287966
AUM ?
$616.73 mm
(as of 28 Apr 23)
Accounts
385
(as of 28 Apr 23)
Employees
10
(5 investment advisory or research)
Address
Benchmark Financial Wealth Advisors
2401 NW BOCA RATON BLVD
BOCA RATON
FL 33431
2401 NW BOCA RATON BLVD
BOCA RATON
FL 33431
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
561-416-2992
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kalina, Roger, Steven | Chief Compliance Officer | 02/2017 | < 5% |
DB Benchmark, LLC | Owner | 02/2017 | 25-50% |
Daszkal, Michael, Issac | Member | 12/2014 | 50-75% |
Devlin, Timothy, Robert | Member | 12/2014 | 50-75% |
Benchmark Financial Group, LLC | Owner | 04/2018 | 50-75% |
Kalina, Roger, Steven | Member | 01/1999 | |
MP Holdings | Owner | 03/2019 | < 5% |
Piedt, Philip, Nathanael | Member | 05/2012 | > 75% |
Benchmark Financial Group Inc | Owner | 01/1999 | 50-75% |
Kalina, Roger, Steven | Managing Member | 01/1999 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22